Quick Read – Cramer chose INTC over CBRS, citing Intel’s $16 billion quarter as proof of a real AI turnaround.
That result represented the company’s strongest revenue growth in 15 years. – Cerebras posted 94% revenue growth but guides to operating margins of negative 31% and carries negative shareholders’ equity, undermining the bull case. – On Mad Money, a recent caller pressed Jim Cramer on Cerebras Systems (NASDAQ:CBRS) with a pointed setup: “Last week, CrowdStrike chose Cerebras to power their real-time Falcon AI detection
When George Kurtz vouches for your inference feed, isn’t it time to stop treating Cerebras like a post-IPO trade?” Cramer conceded the valuation math. “It’s certainly reasonable to say it’s down so much and the P/E multiple is not that high,” he said. Then he redirected the money. “I don’t want to buy a lot of tech. The only one that I’m currently buying is Intel, which I think has better prospects than Cerebras.
But I like your logic.” That is a narrow, deliberate call. Cramer is holding his tech book steady and directing fresh capital toward the legacy incumbent, which he sees as the one AI semiconductor name earning it right now over the hyper-growth pure play. Why Intel Is Cramer’s Pick Intel (NASDAQ:INTC) delivered the kind of quarter that supports Cramer’s conviction.